VWA
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Valued Wealth Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History

Valued Wealth Advisors’s Portfolio ESGV Stock Details ESGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-103
Closed -$12.1K – 645
2025
Q3 		$12.1K Hold
103
– – 0.01% 200
2025
Q2 		$11.2K Hold
103
– – 0.01% 204
2025
Q1 		$10K Hold
103
– – 0.01% 221
2024
Q4 		$10.8K Buy
+103
New +$10.8K 0.01% 221

Other funds holding ESGV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $155M AUM 20.68% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCM
Verde Capital Management Clarkston, Michigan $541M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Valued Wealth Advisors's ESGV Position: Q4 2025 in Review

Valued Wealth Advisors sold out of Vanguard ESG US Stock ETF (ESGV) in Q4 2025, closing a stake of 103 shares — an estimated $12.1K sold.

Valued Wealth Advisors first reported a position in ESGV in Q4 2024 and held it in 4 quarters. The position peaked at $12.1K in Q3 2025. 691 funds tracked by Wall St. Rank hold ESGV as of Q4 2025.

  • Valued Wealth Advisors reported no remaining Vanguard ESG US Stock ETF position as of Q4 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 103 Vanguard ESG US Stock ETF shares in Q4 2025, an estimated $12.1K.
  • Valued Wealth Advisors first reported a position in Vanguard ESG US Stock ETF in Q4 2024 and held it in 4 quarters.
  • Valued Wealth Advisors's Vanguard ESG US Stock ETF position peaked at $12.1K in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Vanguard ESG US Stock ETF as of Q4 2025.

Based on Valued Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.